Kathleen Marie Pratt
Chief Compliance OfficerFinancial Planning Services, Inc.CRD 7896010
About Kathleen Marie Pratt
Kathleen Marie Pratt is listed as Chief Compliance Officer at Financial Planning Services, Inc. in Fort Lauderdale, FL. Form ADV reports a beneficial ownership band of Under 5%. Kathleen Marie Pratt is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Financial Planning Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Marie Pratt work?
Kathleen Marie Pratt is listed as Chief Compliance Officer at Financial Planning Services, Inc. on SEC Form ADV.
How much of Financial Planning Services, Inc. does Kathleen Marie Pratt own?
Form ADV reports a beneficial ownership band of Under 5%.
Financial Planning Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Integrated Financial Strategies, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |